Events Employee Benefits Update from Four Professional Perspectives

10.27.16 8:00am - 12:00pm
Drinker Biddle
191 North Wacker Drive, Suite 3700
Chicago, IL 60606

Contact
Lindsay Christensen
312.670.7444
[email protected]

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Please join Morgan Stanley, together with speakers from Drinker Biddle, HUB International and ORBA, for a program that will cover employee benefit plans. This seminar will be hosted at the offices of Drinker Biddle. This networking and educational program will focus on commonly found issues with plans as seen from the perspective of an investment advisor, a lawyer, a planning consultant and a certified public accountant.

Seats are limited. Please register for this event on or before end of business day Wednesday, October 26.

 

Agenda

8:00 a.m.
Registration

8:00 – 8:30 a.m.
Welcome and Breakfast

8:30 – 9:15 p.m.
Top Audit Deficiency Areas and the DOL Report on Auditors
presented by Michael Kovacs, ORBA

9:15 – 10:00 a.m.
C-Suite Fiduciary Responsibilities for Group Benefit Plans
presented by Gregg Mellinger and Cory Jorbin, HUB International

10:00 – 10:15 a.m.
Break

10:15 – 11:00 a.m.
Class Action Litigation Update Against Retirement Plan Fiduciaries: Lessons & Best Practices
presented by Michael Rosenbaum, Drinker Biddle

11:00 – 11:45 a.m.
Top Five Fiduciary Considerations and 401k Fees & Expenses
presented by Sam Valeo, Morgan Stanley

11:45 a.m. – 12:30 p.m.
Questions & Networking

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Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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